The below instructions will
walk you through how to setup your workstation if you would like to customize
SDS reports.
Before you begin setting up your workstation make
sure you have Crystal Reports installed on your workstation. Your tech can
assist you with this. There’s instructions that help guide you on where
you can purchase Crystal Reports and the version we suggest by searching for
“Crystal Reports”.
STEP 1 = DOWNLOAD BACKUP
DATABASE TO YOUR WORKSTATION
To download a backup of your
database to your local workstation for customizing a Crystal Report follow the
below instructions:
1. Create a folder on your workstation i.e. SDS Reports
2. How to download a backup of your database to your workstation:
1. Log into Web School Office
2. Select Administrative Utilities |Control Center |File Transfer
3. Click on “Send Database to SDS” radio button
4. Select “Send .bak”
5. Place a check in the box next to “Create zip file only”
6. Click “Send Database to SDS”
7. You will receive a message “A file called ToSdsFile.zip is available to download to your workstation.” Click OK after reading.
8. Select “Save File to Workstation”
9. Select the "Student" folder circle
10. Click on the dropdown at the top of the screen
11. Select “Zip File (*.zip)”
12. Click on Select next to the file “ToSDSFile.zip”
13. The row will highlight in yellow and the file name will appear above the table.
14. Right click on the blue file name link above the table to download ToSDSFile.zip
15. When you right click on “ToSDSFile.zip” select “Save Target As”
16. Browse to "SDS Reports" and save it.
17. Once you have downloaded the zip to your workstation, unzip it to get your .bak.
18. Rename sdsxplan.bak to sdsxplan.mdb and move it to your SDS Reports directory.
§ Note: Remember your backup file is a copy of your database from when you last performed a backup, not of your live database.
STEP 2 = DOWNLOAD REPORT TO
WORKSTATION
To download a copy
of a default/custom report to your local workstation for customizing with
Crystal Reports follow the below instructions:
1. Enter WSO |Administrative Utilities |Control Center |File Transfer
2. Click in the radio button next to "Save File to Workstation"
3. Select where to look for the file ftp site or student directory
4. Select the file type ".rpt" from the dropdown
5. Browse to find the report you would like
6. Click Select to the left of the report you would like to download
7. Right click on the report file name highlighted in blue at the top i.e. swb_s10.rpt and save it to your SDS Reports directory you created in STEP 1.
STEP 3 = DOWNLOAD THE UDL FILE TO WORKSTATION
To download a copy of the UDL file to your local workstation for customizing with Crystal Reports follow the below instructions:
1. Enter WSO |Administrative Utilities |Control Center |File Transfer
2. Click in the radio button next to "Save File to Workstation"
3. Select where to look for the file ftp site or student directory
4. Select the file type ".udl" from the dropdown
5. Browse to find the file you would like (i.e. sdsv8s.udl)
6. Click Select to the left of the file you would like to download
7. Right click on the UDL file name highlighted in blue at the top i.e. sdsv8s.udl and save it to your SDS Reports directory you created in STEP 1.
STEP 4 = SEND CUSTOM
REPORT BACK TO WEB SCHOOL OFFICE
Before sending your custom report up to SDS
please make sure you have saved it as a custom report name. To read more
about how to name a custom report search for “Save a standard SDS Report as a
custom report”. Remember if you overwrite the standard report, when your system
is updated your custom report will be overwritten.
To send your custom
report to Web School Office follow the below instructions:
1. Enter WSO |Administrative Utilities |Control Center |File Transfer.
2. Click on Send File to Server
3. Click on the Browse button and browse to where your file is located.
4. Click Upload File.
5. You will get a message that your file was sent then click OK.
If you would like to create new reports from scratch, please contact SDS support and they will assist you with downloading a UDL to connect your reports to.